Schwab Charles (SCHW) Invested Capital (2009 - 2026)

Schwab Charles (SCHW) has reported Invested Capital for 18 consecutive years, with $49.2 billion the latest figure, recorded in Q1 2026.

• In Q1 2026, Invested Capital fell 0.56% year-over-year to $49.2 billion; the TTM figure through Mar 2026 stood at $49.2 billion (down 0.56% YoY), while the FY2025 annual figure was $71.5 billion, up 1.3% from the prior year.
• Invested Capital came in at $49.2 billion for Q1 2026 at Schwab Charles, down from $71.5 billion in the prior quarter.
• The five-year high for Invested Capital was $71.5 billion in Q4 2025, with the low at $36.3 billion in Q1 2023.
• Average Invested Capital over 5 years is $49.7 billion, with a median of $49.2 billion recorded in 2026.
• Across the five-year window, Invested Capital slumped 51.23% in 2022 and advanced 24.96% in 2024, its largest moves.
• Year by year, Invested Capital stood at $57.1 billion in 2022, then advanced by 16.86% to $66.8 billion in 2023, then gained by 5.7% to $70.6 billion in 2024, then rose by 1.3% to $71.5 billion in 2025, then plunged by 31.15% to $49.2 billion in 2026.
• According to Business Quant data, Invested Capital over the past three periods registered $49.2 billion, $71.5 billion, and $49.4 billion for Q1 2026, Q4 2025, and Q3 2025 respectively.